Managing Segments

Edit segments, activate or deactivate them, export member lists, and remove unused segments.

Overview

Use the Segments list to manage existing segments in your environment.

From this view, you can activate or deactivate segments, edit them, export member lists, and remove segments you no longer need.

What you can do

From the segment row or its ⋯ (more) menu, you can:

• Activate or deactivate a segment

• Edit segment details and conditions

• Export members list as a CSV file

• Remove an unused segment

• Open a segment to review assigned members

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Activate or deactivate a segment

Use this when you want a segment to start updating again or stop being used temporarily.

Inactive segments appear grayed out in the list.

1

Open the Segments list

In the left-hand navigation, go to Members and click Segments.

2

Open segment actions

Find the segment you want to update and open the ⋯ (more) menu.

3

Change the status

Click Activate Segment or Deactivate Segment.

4

Confirm

Click YES to apply the change.

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Edit a segment

Edit a segment when you need to update its name, logic, or conditions.

1

Open the Segments list

Go to Members → Segments.

2

Open segment actions

Find the segment and open the ⋯ (more) menu.

3

Start editing

Click Edit.

4

Update the segment

Change the required fields or conditions.

5

Save changes

Click SAVE CHANGES.

The computation time is shown only after a segment has been calculated at least once.

Segments recalculate every 10 minutes or after editing.

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Export a members list

Export the segment members when you need the list outside the Admin Panel.

The file downloads in CSV format.

1

Open the Segments list

Go to Members → Segments.

2

Open segment actions

Find the segment and open the ⋯ (more) menu.

3

Start the export

Click Export Members list.

4

Confirm

Click EXPORT in the pop-up window.

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Remove a segment

Remove a segment when you no longer need it and do not plan to use it again.

1

Open the Segments list

Go to Members → Segments.

2

Open segment actions

Find the segment and open the ⋯ (more) menu.

3

Remove the segment

Click Remove Segment.

4

Confirm

Click YES to delete it.

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View members assigned to a segment

Open a segment to review which members currently belong to it.

1

Open the Segments list

Go to Members → Segments.

2

Open the segment

Click the segment row.

3

Review assigned members

Check the member list shown for that segment.